Appointment setter
9 processes in this roleAppointment setters, sometimes called SDRs or setters, contact and qualify leads and book them onto a closer's calendar. Speed and persistence decide their results, and both are automatable. Reading intent, handling objections and building enough trust to get a booking still sit with a person.
| Process | Automatable today | Hours back / week |
|---|---|---|
| Call notes and CRM logging | 14 | |
| Contact data enrichment | 12 | |
| Social DM appointment setting | 9.5 | |
| Appointment reminders | 7.5 | |
| Speed to lead | 7 | |
| Lead follow-up | 7 | |
| Lead qualification | 6.5 | |
| End-of-day reports | 6 | |
| No-show follow-up | 3 |